Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aberdeen Sustainable MPS 4	GBP Allocation 60-80% Equity	62.20	6.25	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 5	GBP Allocation 80%+ Equity	72.94	6.35	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
AES Platform Model 10	Global Large-Cap Growth Equity	65.40	9.15	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 2	GBP Allocation 0-20% Equity	22.44	6.56	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 3	GBP Allocation 20-40% Equity	25.26	6.65	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 4	GBP Allocation 40-60% Equity	37.22	7.44	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 5	GBP Allocation 40-60% Equity	43.59	8.31	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 6	GBP Allocation 60-80% Equity	47.94	8.26	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 7	GBP Allocation 60-80% Equity	54.05	8.35	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 8	GBP Allocation 80%+ Equity	57.47	8.92	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AJ Bell 'Pactive' MPS 1	GBP Allocation 20-40% Equity	24.21	6.41	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	33.57	8.73	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	43.36	10.18	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	51.19	12.03	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 5	GBP Allocation 80%+ Equity	56.95	13.84	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 6	GBP Allocation 80%+ Equity	62.47	13.98	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 1	GBP Allocation 20-40% Equity	24.86	7.06	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 2	GBP Allocation 40-60% Equity	34.32	9.19	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 3	GBP Allocation 60-80% Equity	43.04	10.64	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 4	GBP Allocation 60-80% Equity	51.43	12.28	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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